WallStSmart

Affiliated Managers Group, Inc. (MGRB)vsUltrapar Participacoes SA ADR (UGP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UGP leads profitability with a 1.7% profit margin vs 0.0%. UGP earns a higher WallStSmart Score of 53/100 (C-).

MGRB

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 5.0

UGP

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 5.5Value: 7.0Quality: 6.3
Piotroski: 3/9Altman Z: 4.76

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MGRB0 strengths · Avg: 0/10

No standout strengths identified

UGP5 strengths · Avg: 8.4/10
Altman Z-ScoreHealth
4.7610/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.788/10

Growing faster than its price suggests

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.06B8/10

Generating 1.1B in free cash flow

Areas to Watch

MGRB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

UGP4 concerns · Avg: 2.8/10
Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-59.5%2/10

Earnings declined 59.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bull Case : UGP

The strongest argument for UGP centers on Altman Z-Score, PEG Ratio, P/E Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : MGRB

The primary concerns for MGRB are Revenue Growth, EPS Growth, Profit Margin.

Bear Case : UGP

The primary concerns for UGP are Profit Margin, Operating Margin, Piotroski F-Score. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

UGP is growing revenue faster at 7.2% — sustainability is the question.

UGP generates stronger free cash flow (1.1B), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UGP scores higher overall (53/100 vs 24/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Affiliated Managers Group, Inc.

NONE · NONE · USA

Affiliated Managers Group, Inc. (MGRB) is a prominent asset management firm specializing in strategic partnerships with a diverse lineup of independent investment management firms. By leveraging significant resources and expertise, MGRB enhances the capabilities of its affiliates to drive innovation across various investment strategies and asset classes. The company is well-positioned to deliver compelling investment opportunities to institutional investors, ensuring effective navigation through ever-evolving market conditions. With a commitment to maximizing shareholder value and a robust performance track record, MGRB stands as a vital partner for institutional investors seeking sustainable growth and effective portfolio diversification.

Ultrapar Participacoes SA ADR

ENERGY · OIL & GAS REFINING & MARKETING · USA

Ultrapar Participaes SA is engaged in the gas distribution, fuel distribution, chemical products, storage and pharmacy businesses mainly in Brazil, Mexico, Uruguay, Venezuela, other Latin American countries, the United States, Canada, the Far East, Europe and internationally. The company is headquartered in So Paulo, Brazil.

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